Creating a “Simple” Will may not be a simple task. You should consider the changing laws, the ever-evolving tax environment, different distribution strategies and common misunderstandings. For example, you may not know that if you die without a Will, everything does not necessarily pass to your spouse.
We believe thoughtful estate planning is one of the greatest gifts you leave your family. We believe it is the perfect way to love your family in this life and beyond. It provides a clear path where your family members are cared for and protected. We strive to understand and empathize with all your desires and concerns you may have. Death is unavoidable – but leaving your family with uncertainty is not.
Whether you want to utilize Wills, Trusts, Special Needs Trusts, Advanced Estate Planning, Charitable Planning, Asset Protection Planning, Retirement Planning, Business Planning, or other techniques and approaches, we can help. We will guide you in the right direction.
Planning should be efficient, effective, economical, and private. Well-designed and regularly-reviewed planning protects your hard-earned assets and preserves what you have built over a lifetime. Asset Protection and Estate Planning are often used together to protect beneficiaries from future creditors and other unanticipated events such as divorce, bankruptcy and lawsuits.
We use our experience, expertise and compassion to make tailor-make solutions for you. Without planning, the State of North Carolina decides what happens, where your property goes and in what amounts, irrespective of your actual wishes, goals or family circumstances. You do not want the State of North Carolina making decisions for you.
We listen, we guide, we counsel, we design plans with you, and most important, we care. We care what happens to you and your loved ones. We provide peace of mind.
We offer various estate planning packages, many of them flat-fee packages that are reasonably priced. If you want to plan and take care of those you love, call us today and we will help you.
What makes US so different?
We advise… smartly.
We keep the complex simple, negatives positive, & relationships thoughtful and fair.
We care about you, your family and your business.
Above all else, we are a trusted friends.